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Alison Broadberry

Alison became the Managing Partner of Edwin Coe in April 2023 having joined as Head of Private Client in 2016.

As Managing Partner, Alison is responsible for the strategic planning and development of our business, with a strong focus on our purpose, our people and our profit to ensure we meet our objectives and operate as a force for good.

As Head of Private Client, she is responsible for ensuring that the Private Client team provides an outstanding quality of advice and service to all their clients. She is very passionate about their team ethos and seeks to ensure they are a close-knit team who work collaboratively with each other and the wider firm.

In her private client practice, Alison advises high-net-worth UK and non-UK domiciled clients on a wide range of tax, trust, estate planning and succession matters. She advises individuals, families, executors, trustees and beneficiaries on how best to hold, protect and pass on business interests, real estate, investments and other wealth to the family and wider beneficiaries. She has a strong focus on advising her clients proactively to protect their assets (whether during lifetime, held outright, in trust, partnership, company, or in an estate) from the many possible risks and threats that exist. These include: actual or potential disputes, divorce of or other claims against beneficiaries, financially vulnerable or immature heirs, guarding against “too much, too soon”; and unnecessary taxation. Alison and her team provide clear and practical advice to meet their clients’ objectives in the most suitable way for them.

She has particular experience of advising business owners on pre-sale estate planning and dovetailing the personal and business advice, working alongside her clients’ existing professional advisors or with her Edwin Coe colleagues. Alison also has particular experience of advising on the interaction of her clients’ estate planning with their financial planning, working alongside her clients’ financial, investment or wealth planning professionals.

Alison’s experience includes:

  • Advising on implementing practical estate plans to reduce inheritance tax and preserve wealth for individuals, couples and families; and ensuring that their wealth is preserved to support the surviving heirs and successive generations.
  • Implementing sensitive, practical and tax efficient estate planning for families where there are children or other heirs from more than one marriage or prior relationship; balancing the needs of the surviving spouse and all the children, minimising the risk of future conflict.
  • Advising clients owning and acquiring properties (in particular to assist their children on to the property ladder or those wishing to hold “buy to let” properties) on opportunities to save tax and protect the value from non-tax threats.
  • Advising high net worth clients on creating family trusts and family investment vehicles.
  • Ensuring assets will pass under tax-efficient and wealth protecting Wills and dovetailing this planning with asset protection trusts for life policies and pensions.
  • Advising business owners on maximising the availability of entrepreneurs’ relief for capital gains tax and business property relief for inheritance tax; dovetailing personal and business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.
Alison Broadberry awards

Credentials

  • Recommended in The Legal 500 UK 2024 for Personal tax, trusts and probate and Charities and not-for-profit

  • Ranked as a ‘Leading Individual’ for Private Wealth Law in Chambers High Net Worth since 2018

  • Listed by eprivateclient as one of the 50 Most Influential Private Client advisers in the UK for 2023, 2021, 2020, 2019, 2018, and 2017

  • Recommended in Citywealth Leaders List since 2015

  • Silver award winner in the Inspirational Woman of the Year category at the Citywealth Powerwomen Awards 2018

  • Member of The Society of Trust and Estate Practitioners (STEP)

  • Member of the Law Society

  • Member of The Association of Taxation Technicians

  • Previous co-editor of Houseman, The Law of Life Assurance

  • Previous member of ABI Product Tax Panel

Quotes

Alison Broadberry has decades of experience in UK private client matters. She is very personable and incredibly thoro...
The Legal 500 UK 2024

Alison Broadberry has decades of experience in UK private client matters. She is very personable and incredibly thorough.

The Legal 500 UK 2024

Alison Broadberry’s sympathetic manner and in-depth knowledge of trust law, tax and insurance related products cuts...
The Legal 500 UK 2024

Alison Broadberry’s sympathetic manner and in-depth knowledge of trust law, tax and insurance related products cuts through the jargon and delivers brilliant results for the client

The Legal 500 UK 2024

Alison Broadberry has exceptional expertise at
advising on the impact of taxation on private client affairs, pa...
The Legal 500 UK 2023

Alison Broadberry has exceptional expertise at
advising on the impact of taxation on private client affairs, particularly where insurance-based products are part of the mix, combined with a sympathetic and approachable manner.

The Legal 500 UK 2023

Alison Broadberry – fizzing with enthusiasm and utterly dedicated to delivering for her clients.


The Legal 500 UK 2023

Alison Broadberry – fizzing with enthusiasm and utterly dedicated to delivering for her clients.

The Legal 500 UK 2023

She is intelligent and has seemingly unmatched reserves of energy and drive for her clients. She is lovely to work wi...
Chambers High Net Worth 2022

She is intelligent and has seemingly unmatched reserves of energy and drive for her clients. She is lovely to work with and is an uplifting presence.

Chambers High Net Worth 2022

Alison Broadberry is very approachable, with a great loyal client base, and is very knowledgeable.


Chambers High Net Worth 2022

Alison Broadberry is very approachable, with a great loyal client base, and is very knowledgeable.

Chambers High Net Worth 2022

Alison Broadberry brings wide experience and a thorough knowledge of the personal and tax issues confronting private ...
The Legal 500 UK 2022

Alison Broadberry brings wide experience and a thorough knowledge of the personal and tax issues confronting private clients. She doesn’t just tell you what the law is, but uses this knowledge and experience to recommend a sensible and business-like course of action

The Legal 500 UK 2022

Alison Broadberry – indefatigable, effervescent and delightful, Alison is utterly committed to providing an excepti...
The Legal 500 UK 2022

Alison Broadberry – indefatigable, effervescent and delightful, Alison is utterly committed to providing an exceptional service to her clients.

The Legal 500 UK 2022

Alison Broadberry is endeavouring to shine the deserved spotlight on this team, which has great quality, ability and ...
The Legal 500 UK 2022

Alison Broadberry is endeavouring to shine the deserved spotlight on this team, which has great quality, ability and charisma at all levels.

The Legal 500 UK 2022

The lawyers think outside the box rather than simply reciting the law back to you. Alison Broadberry and David Goepel...
The Legal 500 UK 2022

The lawyers think outside the box rather than simply reciting the law back to you. Alison Broadberry and David Goepel – they give thoughtful, insightful answers to questions rather than generic answers.

The Legal 500 UK 2022

She is very good at mastering her brief, she is extremely good with clients and incredibly intelligent. She is very h...
Chambers High Net Worth 2021

She is very good at mastering her brief, she is extremely good with clients and incredibly intelligent. She is very human in her approach and clients adore her.

Chambers High Net Worth 2021

Alison Broadberry gets straight to the heart of the matter and has an unrivalled grasp not just of private client and...
The Legal 500 UK 2021

Alison Broadberry gets straight to the heart of the matter and has an unrivalled grasp not just of private client and trustee issues, but also of the impact on them of finance and pensions.’

The Legal 500 UK 2021

Her advice on private client tax and trusts is first-rate and her approach to problem solving is both positive and co...
Chambers High Net Worth 2020

Her advice on private client tax and trusts is first-rate and her approach to problem solving is both positive and commercial

Chambers High Net Worth 2020

She's totally brilliant with clients and is able to describe and explain the most complex ideas in a way that clients...
Chambers High Net Worth 2019

She's totally brilliant with clients and is able to describe and explain the most complex ideas in a way that clients not only understand but appreciate how these ideas will help them meet their goals. Her hard work and commitment to doing the right thing for clients is second to none.

Chambers High Net Worth 2019

Alison is a leader in her field. When there are more complex and difficult situations, she is the right person to han...
Chambers High Net Worth 2019

Alison is a leader in her field. When there are more complex and difficult situations, she is the right person to handle it.

Chambers High Net Worth 2019

She is a very competent private client lawyer with exceptional knowledge of the wealth investment world. She is also ...
Chambers High Net Worth 2018

She is a very competent private client lawyer with exceptional knowledge of the wealth investment world. She is also a strong presenter and well-liked by clients.

Chambers High Net Worth 2018

I find her fantastic, she has an absolutely first-class manner of communication. She conveys complicated concepts in ...
Chambers High Net Worth 2017

I find her fantastic, she has an absolutely first-class manner of communication. She conveys complicated concepts in a way that even the least intuitive clients can understand and they leave with an understanding of how the estate plan being implemented will help them.

Chambers High Net Worth 2017

Alison is dedicated to giving her clients a first class service. She has an excellent and unusually in-depth all roun...
Leaders List 2017

Alison is dedicated to giving her clients a first class service. She has an excellent and unusually in-depth all round knowledge of legal, technical and practical matters affecting private clients.

Leaders List 2017

She has good flexibility and is good at getting clients to discuss what they need openly, and she combines that with ...
Chambers High Net Worth 2017

She has good flexibility and is good at getting clients to discuss what they need openly, and she combines that with being really technically knowledgeable and having very up-to-date knowledge.

Chambers High Net Worth 2017

I am always happy to work with Alison, she understands exactly where we are coming from. She delivers practical advic...
Leaders List 2016

I am always happy to work with Alison, she understands exactly where we are coming from. She delivers practical advice in a commercial context, is adept at managing expectations and communicates refreshingly clearly.

Leaders List 2016

Delivers extremely technical advice in a practical and commercial context, is adept at managing expectations and comm...
Leaders List 2015

Delivers extremely technical advice in a practical and commercial context, is adept at managing expectations and communicates refreshingly clearly... She and her team go the extra mile to ensure that clients are appropriately and sensitively advise.

Leaders List 2015

  • Single page view

Alison Broadberry

Managing Partner

Alison became the Managing Partner of Edwin Coe in April 2023 having joined as Head of Private Client in 2016.

As Managing Partner, Alison is responsible for the strategic planning and development of our business, with a strong focus on our purpose, our people and our profit to ensure we meet our objectives and operate as a force for good.

As Head of Private Client, she is responsible for ensuring that the Private Client team provides an outstanding quality of advice and service to all their clients. She is very passionate about their team ethos and seeks to ensure they are a close-knit team who work collaboratively with each other and the wider firm.

In her private client practice, Alison advises high-net-worth UK and non-UK domiciled clients on a wide range of tax, trust, estate planning and succession matters. She advises individuals, families, executors, trustees and beneficiaries on how best to hold, protect and pass on business interests, real estate, investments and other wealth to the family and wider beneficiaries. She has a strong focus on advising her clients proactively to protect their assets (whether during lifetime, held outright, in trust, partnership, company, or in an estate) from the many possible risks and threats that exist. These include: actual or potential disputes, divorce of or other claims against beneficiaries, financially vulnerable or immature heirs, guarding against “too much, too soon”; and unnecessary taxation. Alison and her team provide clear and practical advice to meet their clients’ objectives in the most suitable way for them.

She has particular experience of advising business owners on pre-sale estate planning and dovetailing the personal and business advice, working alongside her clients’ existing professional advisors or with her Edwin Coe colleagues. Alison also has particular experience of advising on the interaction of her clients’ estate planning with their financial planning, working alongside her clients’ financial, investment or wealth planning professionals.

Expertise

  • Private Client: Overview
  • Wills and Lasting Power of Attorney
  • Tax
  • Estate and Inheritance Tax Planning
  • Trust Planning and Succession Planning
  • Wealth Preservation

Experience

Alison’s experience includes:

  • Advising on implementing practical estate plans to reduce inheritance tax and preserve wealth for individuals, couples and families; and ensuring that their wealth is preserved to support the surviving heirs and successive generations.
  • Implementing sensitive, practical and tax efficient estate planning for families where there are children or other heirs from more than one marriage or prior relationship; balancing the needs of the surviving spouse and all the children, minimising the risk of future conflict.
  • Advising clients owning and acquiring properties (in particular to assist their children on to the property ladder or those wishing to hold “buy to let” properties) on opportunities to save tax and protect the value from non-tax threats.
  • Advising high net worth clients on creating family trusts and family investment vehicles.
  • Ensuring assets will pass under tax-efficient and wealth protecting Wills and dovetailing this planning with asset protection trusts for life policies and pensions.
  • Advising business owners on maximising the availability of entrepreneurs’ relief for capital gains tax and business property relief for inheritance tax; dovetailing personal and business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.

Credentials

  • Recommended in The Legal 500 UK 2024 for Personal tax, trusts and probate and Charities and not-for-profit

  • Ranked as a ‘Leading Individual’ for Private Wealth Law in Chambers High Net Worth since 2018

  • Listed by eprivateclient as one of the 50 Most Influential Private Client advisers in the UK for 2023, 2021, 2020, 2019, 2018, and 2017

  • Recommended in Citywealth Leaders List since 2015

  • Silver award winner in the Inspirational Woman of the Year category at the Citywealth Powerwomen Awards 2018

  • Member of The Society of Trust and Estate Practitioners (STEP)

  • Member of the Law Society

  • Member of The Association of Taxation Technicians

  • Previous co-editor of Houseman, The Law of Life Assurance

  • Previous member of ABI Product Tax Panel

Contact

Telephone:
+44 20 7691 4033

Email:
alison.broadberry@edwincoe.com

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